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First Trust Multi Cap Value AlphaDEX Fund
FAB

Overview Fund Activity

41 hedge funds and large institutions have $91.8M invested in First Trust Multi Cap Value AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
18
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.9M
2
Wells Fargo
2
Wells Fargo
California
$10.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.19M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.87M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$3.91M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
LPL Financial
2
LPL Financial
California
$7.99M
3
Bank of America
3
Bank of America
North Carolina
$0
4
LI
4
LVZ Inc
Michigan
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$41K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.9M +$10.8M +151,973 +89%
Wells Fargo
2
Wells Fargo
California
$10.8M +$4.88M +68,655 +83%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$10.2M -$30.5K -429 -0.3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.19M +$3.7M +52,046 +82%
LPL Financial
5
LPL Financial
California
$7.99M -$343K -4,828 -4%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$3.91M +$2.51M +35,373 +180%
DADC
7
D.A. Davidson & Co
Montana
$3.36M +$230K +3,240 +7%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.88M +$1.55M +21,831 +116%
Citadel Advisors
9
Citadel Advisors
Florida
$2.87M +$2.87M +40,364 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.44M +$716K +10,070 +42%
FTUS
11
Flow Traders U.S.
New York
$2.21M +$2.21M +31,141 New
PAG
12
Private Advisor Group
New Jersey
$2.04M +$1.39M +19,573 +216%
Stifel Financial
13
Stifel Financial
Missouri
$1.15M +$826K +11,624 +254%
Goldman Sachs
14
Goldman Sachs
New York
$1.11M – – –
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.02M +$30.7K +432 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$963K -$48.6K -685 -5%
UBS Group
17
UBS Group
Switzerland
$863K +$391K +5,503 +83%
CA
18
Cetera Advisors
Colorado
$842K +$137K +1,929 +19%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$732K +$6.25K +88 +0.9%
CAN
20
Cetera Advisor Networks
California
$694K +$694K +9,770 New
CBFP
21
Cedar Brook Financial Partners
Ohio
$565K +$853 +12 +0.2%
RJA
22
Raymond James & Associates
Florida
$561K -$14.5K -204 -3%
CIAS
23
Capital Investment Advisory Services
North Carolina
$559K +$131K +1,835 +30%
LS
24
Leelyn Smith
Illinois
$530K +$530K +7,454 New
KIG
25
Kowal Investment Group
Wisconsin
$519K -$108K -1,518 -17%
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